See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,951 | $78,520-33.8% | $96,576-46.2% | $82,448-37.0% |
| Participation rate | 97.6% | 77.7%+19.8pp | 81.4%+16.1pp | 68.1%+29.5pp |
| Annual return | 14.13% | 41.30%-27.2pp | 38.47%-24.3pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,244 | $2,630-14.6% | $3,553-36.8% | $2,551-12.0% |
| Participant deferral / active EE | $7,792 | $6,754+15.4% | $7,956-2.1% | $4,139+88.3% |
| Admin fee / account holder | $21,951 | $13,455+63.1% | $11,381+92.9% | $7,234+203.4% |